See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,008 | $97,757+1.3% | $83,848+18.1% | $135,375-26.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -6.80% | 1287.37%-1294.2pp | 850.88%-857.7pp | 519.73%-526.5pp |
| Employer contribution / active EE | $7,200 | $4,222+70.6% | $3,631+98.3% | $4,779+50.7% |
| Participant deferral / active EE | $11,055 | $4,682+136.1% | $4,082+170.8% | $5,609+97.1% |
| Admin fee / account holder | $27 | $6,674-99.6% | $5,478-99.5% | $10,827-99.7% |